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ENVOY ADVISORY INC.

Advisory

N·COLORADO SPRINGS, CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$615M

1-Year AUM Growth

+17.7%

3-Year CAGR

+5.3%

Employees

12

Assets Under Management

Total AUM$615M

Discretionary AUM$0

Non-Discretionary AUM$615M

Discretionary %0%

Total Clients1,808

Team

Total Employees12

Investment Advisers23

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record15

First FilingNov 26, 2019

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 15 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ENVOY ADVISORY INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.